+232.7%
LITE vs UNH
+28.3%
+204.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.2% | -9.1% | -7.6% |
| 7D | -31.4% | +0.6% | -32.0% | -31.4% |
| 30D | -42.6% | +8.1% | -50.7% | -41.6% |
| 3M | -26.2% | +1.1% | -27.3% | -25.8% |
| 6M | -35.8% | +11.7% | -47.5% | -33.8% |
| YTD | +70.0% | +26.5% | +43.6% | +73.4% |
| 1Y | +232.7% | +27.0% | +205.7% | +242.0% |
| All | +232.7% | +28.3% | +204.5% | +242.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UNH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling